Jonathon Holm (CRD# 7467111) is an Investment Advisor Representative working at Asia Pacific Financial Management Group, Inc. in Hagatna, and has over 2 years of experience in the finance industry.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Asia Pacific Financial Management Group. Inc. | Hagatna, | Aug 2021 - Current | 2 |
| Netopia Internet Cafe | Tamuning, | Aug 2020 - Aug 2021 | 1 |
| University Of Guam | Mangilao, | Dec 2015 - May 2021 | 5 |
| Uog-global Learning Engagement Dept | Mangilao, | Feb 2021 - Mar 2021 | < 1 |
| Macy's Inc. | Dededo, | Oct 2020 - Jan 2021 | < 1 |
| Okayama University | Okayama-shi, | Apr 2019 - Feb 2020 | < 1 |
| Okayama University L Cafe | Okayama-shi, | Dec 2019 - Jan 2020 | < 1 |
| Isa Inc. | Okayama-shi, | Aug 2019 - Dec 2019 | < 1 |
| Netopia Internet Cafe | Tamuning, | Mar 2017 - Mar 2019 | 2 |
| Unemployed | Santa Rita, | Sep 2015 - Nov 2015 | < 1 |
| Walmart | Tuscon, AZ | Aug 2015 - Aug 2015 | < 1 |
| Father Duenas Memorial School | Chalan Pago, | Aug 2011 - May 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2022 |
- CA
- FL
- HI
- NV
- OR
- TX
- WA
-
Total Assets Under Management248MILLIONS
-
Total Number of Accounts1,691ACCOUNTS
-
Average Account Value$146,922
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
CA, FL, HI, NV, OR, TX, WA
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